First Steps

Learn all the basics of using Credential Direct here, or join us for a 30 minute tutorial where we'll walk you through the site and get you up and running! Find out more.

Before you make a trade, be sure you've got money in your account. Here a few ways to move money and fund your account:

  • Transfer funds electronically (Trade immediately)
    Move money between your chequing account and investing accounts. Electronic fund transfers (EFT) take 1-2 business days to complete, but you're able to place your trade immediately.

    Submit an EFT
  • Setup a pre-authorized contribution (Disciplined saving)
    Schedule a recurring electronic funds transfer from your chequing account into your investing account.

    Download PAC form
  • Submit an account transfer (2 to 4 weeks)
    Transfer an existing RSP, TFSA, or other account from your financial institution. These transfers require a Transfer Form and can take a few weeks to arrive.

    Transfer forms

Note: Be sure to include a copy of a recent statement from the institution the funds are coming from.

Mon to Fri:
6:00 a.m. to 5:00 p.m. Pacific Time 9:00 a.m. to 8:00 p.m. Eastern Time